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San Francisco PTA/PTSA Calendar: School Year 2019-20 (not yet finalized)

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Sample Financial Calendar

JULY

At first meeting for new Board, set goals, draft budget, review audit and plan calendar

1      Fiscal year begins for most PTA units

1      CAPTA membership count begins for 2019-20

4      SFUSD CLOSED – Independence Day

12    Second District Board Meeting – Unit Presidents invited

AUGUST

Back to School Membership Drive begins!
“Believe in Our Children, Believe in PTA”

7     Second District Board Meeting – Unit Presidents invited

19        First day of SFUSD classes

SEPTEMBER

At your 1st Membership Meeting: vote on 2018-19 Audit, present 2019-20 Budget, and ‘Release Funds’ for scheduled events. Be sure to include line items for Reflections program, attending Convention and other trainings, Legislation conference and the annual Founders Day Dinner

2        SFUSD CLOSED – Labor Day

4        Second District Board Meeting at 555 Franklin Street  – Unit Presidents invited

14        Fall General Meeting, New Officer & Leadership Training, Google Community Space

27        2018-19 year-end audit, financial report, and 2019-20 budget due to SFPTA

OCTOBER

1       Remit membership dues to Second District PTA

1       Second District Board Meeting at 555 Franklin Street – Unit Presidents invited

2        Walk 2 School Day

7        Special Meeting to vote on Ballot initiatives for November election

14       SFUSD CLOSED – Indigenous Peoples’ Day/Día De La Raza

15       Submit your Outreach Translation, Cultural Arts, Healthy Lifestyles, and Parent Education  grant applications directly to CAPTA

15        Ready-Set-Remit Membership Award Deadline (30 members’ dues received by 2D PTA)

19        SFUSD Enrollment Fair

31        Expiration of previous year’s PTA memberships

NOVEMBER

Appoint An Auditor For Mid-Year Audit if your EB does not include an Auditor.

1        Remit membership dues to Second District PTA

5        Second District Board Meeting at 555 Franklin Street – Unit Presidents invited

11      SFUSD CLOSED – Veterans Day [observed]

15      2D Deadline for 15 members’ dues (received by Second District PTA)

15      Tax and AG filings due for fiscal year ending 30 June (15th day of 5th month)

25-29        SFUSD School Sites Closed – Thanksgiving Recess

30      Tax Returns, RRF-1, Raffle Registration, Raffle Reports due to Second District PTA


DECEMBER

2        Remit membership dues to Second District PTA

2        2D Deadline for Insurance Premiums (received in 2D office – $25 late fee after this date)

2       Reflections Entries due at Second District Office

3        Second District Board Meeting

10       Ed100 Drawing Date

15       1st Not in Good Standing (NGS) letter mailed to units with less than 15 members

23-31 SFUSD Schools Closed – Winter Break

JANUARY

Decide who will attend CAPTA Legislative Action Conference in Sacramento

Start Election process by selecting a Nominating Committee

Mid-Year Audit should be done this month.

1-3        SFUSD Schools Closed – Winter Break

6        Remit membership dues to Second District PTA

7        Second District Board Meeting at 555 Franklin Street – Unit Presidents invited

12        Auditors Training, Richmond District Library, 3:00 – 5:00 pm

13-14  CAPTA Legislative Action Conference – Sacramento

15        2D Deadline for Workers Compensation forms/Premiums (received in 2D office)

20        SFUSD CLOSED – Martin Luther King, Jr. Day

24         SFUSD Schools Closed – Start of Lunar New Year (SFUSD Offices open)

FEBRUARY

1        2D Winter General Meeting

1        Deadline for Graduating High School Senior Scholarships Award applications (due in CAPTA Office)

3        Remit membership dues to Second District PTA

4        Second District Board Meeting – Unit Presidents invited

17        SFUSD CLOSED – Presidents’ Day

28        SFPTA Annual Founders Day Dinner

MARCH

2        Remit membership dues to Second District PTA

3        Second District Board Meeting – Unit Presidents invited

7        SFUSD School Site Planning Summit (date and place TBD)

27        Mid-year audit due to Second District

30-31 SFUSD Schools Closed – Spring Break & Cesar Chavez Day

APRIL

Election of Officers for next term should be completed by 12 April, send roster to 2D.

6        Remit membership dues to Second District PTA

7        Second District Board Meeting at 555 Franklin Street – Unit Presidents invited

17      Deadline for Election of officers for next term   

18      Second District Election Meeting (send voting delegate from your unit)-to be confirmed

MAY

Send your new officers to the CAPTA Convention in Riverside.

4       Remit membership dues to Second District PTA

5        Second District Board Meeting – Unit Presidents invited

4-8      National PTA Teacher Appreciation Week

15        2D Deadline for Roster of Officers for next year (entered into PTAEZ)

15        Deadline for Historians Reports (due in 2D office)

15-17 California State PTA Convention, Riverside

25       SFUSD CLOSED – Memorial Day

30       Spring General Meeting & New Officers Training

JUNE

1        Remit membership dues to Second District PTA

2         Ed100 Drawing Date

2         Last day of SFUSD classes

2        Second District Board Meeting

30      Fiscal year ends for most PTA units and for CAPTA and Second District